See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,346 | $107,334-69.9% | $92,893-65.2% | $152,861-78.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 18.24% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,083 | $4,221-74.3% | $3,653-70.4% | $4,762-77.3% |
| Participant deferral / active EE | $4,939 | $4,845+1.9% | $4,236+16.6% | $5,850-15.6% |
| Admin fee / account holder | $3,949 | $7,079-44.2% | $5,794-31.8% | $11,596-65.9% |